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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.29 | 0.29 | 0.00 |
Shares | 99.71 | 99.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.48 | 15.66 |
Price to Book | 2.28 | 2.48 |
Price to Sales | 1.10 | 1.69 |
Price to Cash Flow | 8.87 | 10.48 |
Dividend Yield | 2.43 | 2.53 |
5 Years Earnings Growth | 10.09 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.42 | 21.21 |
Technology | 16.53 | 12.42 |
Healthcare | 12.58 | 15.63 |
Communication Services | 9.95 | 5.55 |
Consumer Cyclical | 9.44 | 6.74 |
Industrials | 8.86 | 11.68 |
Consumer Defensive | 8.80 | 8.54 |
Energy | 7.50 | 7.64 |
Utilities | 3.77 | 5.34 |
Basic Materials | 3.15 | 3.40 |
Real Estate | 2.00 | 3.50 |
Number of long holdings: 746
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.28 | 200.63 | -1.08% | |
Microsoft | US5949181045 | 2.62 | 467.68 | +0.82% | |
Exxon Mobil | US30231G1022 | 2.07 | 101.83 | -0.46% | |
JPMorgan | US46625H1005 | 1.82 | 261.95 | -0.86% | |
Berkshire Hathaway B | US0846707026 | 1.74 | 488.74 | -0.46% | |
Walmart | US9311421039 | 1.52 | 97.96 | -1.40% | |
Meta Platforms | US30303M1027 | 1.46 | 684.62 | -0.48% | |
Amazon.com | US0231351067 | 1.45 | 207.91 | +0.33% | |
AT&T | US00206R1023 | 1.45 | 27.76 | +1.46% | |
Alphabet A | US02079K3059 | 1.37 | 168.21 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 113.01B | -4.93 | 12.14 | 12.27 | ||
Schwab Total Stock Market Index | 27.59B | -5.53 | 11.30 | 11.56 | ||
Schwab 1000 Index | 18.08B | -5.16 | 11.75 | 11.84 | ||
Schwab International Index | 11.24B | 12.38 | 10.59 | 5.57 | ||
Schwab Small Cap Index | 6.24B | -11.54 | 3.34 | 6.38 |
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